Werner Dahlberg
Bookkeeper/ Administrator
Seapoint,Western Cape
Summary
Detail-oriented Bookkeeper with financial reporting and regulatory compliance expertise. Consistently adhered to complex standards. Exceptional bookkeeping, reporting and communications skills enabled impressive results.
Overview
2
2
Languages
5
5
years of post-secondary education
10
10
years of professional experience
Work History
Bookkeeper
Puzey Motor Corporation
Randburg, Gauteng
12.2019 - Current
- Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all corporate protocols.
- Entered financial information and payments to guarantee accurate and on-time payments for employees and vendors.
- Reported financial data and updated financial records in ledgers and journals.
- Planned efficient emergency procedures to save time for introducing special projects.
- Proactively identified all accounting errors by developing cross-referencing databases.
- Organized and carried out efficient month-end, quarterly and year-end processes.
- Assessed data and information to verify entry, calculation and billing code accuracy.
- Verified postings to ledgers to confirm accurate entry and account balances.
- Maintained and processed invoices, deposits and money logs.
- Eliminated discrepancies in finances by expertly documenting expenses, monitoring income, handling bank deposits and managing statements.
Creditor's Clerk
Puzey Motor Corporation
Randburg, Guateng
12.2019 - Current
- Provided quality clerical support through data entry, document management, email correspondence and overseeing operation of office equipment.
- Delivered clerical support by efficiently handling wide range of routine and special requirements.
- Kept physical files and digitized records organized for easy updating and retrieval by authorized team members.
- Received and routed business correspondence to correct departments and staff members.
- Tracked and recorded expenses and reconciled accounts to maintain accurate, current and compliant financial records.
- Computerized office activities, maintained customer communications and tracked records through delivery.
- Established positive working relationships with colleagues, manager and customers through regular communication and effective anticipation of needs.
- Adapted to workflow changes and implemented continuous process improvements to overcome obstacles.
- Employed proven problem-solving techniques to resolve issues quickly and effectively.
- Helped employees with day-to-day work and complex problems by applying motivational and analytical strategies.
- Improved information collection and recordkeeping accuracy by creating, updating and managing customer communications.
Client Service Champion
Capitec Bank Ltd
Randburg, Gauteng
08.2017 - 11.2019
- Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes, and followed up to achieve resolution.
- Organized daily workflow and assessed appropriate staffing to provide optimal service.
- Investigated, documented and submitted information to Quality Department about special incidents, events and complaints.
- Delivered outstanding service to clients to maintain and extend relationships for future business opportunities.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Supervised daily operations and sales functions to maximize revenue, customer satisfaction and employee productivity.
- Performed duties and provided service in accordance with established operating procedures and company policies.
- Interacted with clients on regular basis to quickly alleviate issues and provide project updates.
- Achieved high staff morale and retention through effective communication, prompt problem resolution, proactive supervisory practices and facilitation of proactive work environment.
Service Consultant
Capitec Bank Ltd
Randpark Ridge, Gauteng
08.2017 - 08.2019
- Promoted products or services to each customer to consistently achieve sales targets.
- Provided advice on different bank products and financial options.
- Opened, closed and updated accounts for customers.
- Upheld strict financial controls by keeping funds secure and accurately transferring monies.
- Checked amount details and fraud markers for transaction papers such as checks and money orders.
- Evaluated client financial positions and identified most appropriate banking products.
- Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
- Upheld stringent bank standards for loans, money handling and legal considerations.
- Managed portfolio of accounts and monitored for issues in need of attention.
- Encouraged employee development and promoted management staff from within.
- Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
Administrator
Hair It Is
Johannesburg, Gauteng
02.2014 - 06.2017
- Adapted to workflow changes and implemented continuous process improvements to overcome obstacles.
- Codified office structures and processes to promote teamwork and performance.
- Interpreted management directives to define and document administrative staff processes.
- Employed proven problem-solving techniques to resolve issues quickly and effectively.
- Utilized proven problem-solving methods in accordance with company policy to enhance client satisfaction.
- Helped customers complete purchases, locate items and join reward programs to promote loyalty, satisfaction and sales numbers.
- Restocked, arranged and organized merchandise in front lanes to drive product sales.
- Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies.
- Replenished sales floor merchandise and organized shelves, racks and bins for optimal appearance.
- Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance.
- Reviewed and resolved differences between accounting information and cash drawer.
- Arranged paper and electronic payment records to maintain well-organized fill systems and recordkeeping compliance.
- Answered telephone calls to field inquiries from clients, vendors and various other callers seeking information.
- Kept reception area clean and neat to give visitors positive first impression.
- Sorted, received and distributed mail correspondence between departments and personnel.
- Scheduled and confirmed appointments clients
- Welcomed all customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
- Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.
Education
Certificate - Financial Accounting
Unisa
01.2018 - Current
No Degree - BTh- Theology
North West University
North West 01.2014 - 12.2014
No Degree - BTh- Theology
Creare
Bloemfontein 12.2011 - 12.2012
Skills
MS Office expert
Financial statements expertise
Finance
Account Reconciliation
Bookkeeping
Advanced computer proficiency (both PC and Mac)
Analytical reasoning
Adaptability
Collaboration
Timeline
Bookkeeper
Puzey Motor Corporation
12.2019 - Current
Creditor's Clerk
Puzey Motor Corporation
12.2019 - Current
Certificate - Financial Accounting
Unisa
01.2018 - Current
Client Service Champion
Capitec Bank Ltd
08.2017 - 11.2019
Service Consultant
Capitec Bank Ltd
08.2017 - 08.2019
Administrator
Hair It Is
02.2014 - 06.2017
No Degree - BTh- Theology
North West University
01.2014 - 12.2014
No Degree - BTh- Theology
Creare
12.2011 - 12.2012